HomeMy WebLinkAbout05-10-13 (2) J 150561!7143
REV-1500 Ex(D1.i D)
PA Department of Revenue y OFFICIAL USE ONLY
p Pennsylvania County Cade Year Five Number
Bureau of Individual Taxes
PO BOX.280601 INHERITANCE TAX RETURN 21 11 0026
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
12 13 2010 02 12 1936
Decedent's Last Name Suffix Decedent's First Name MI
LAPORTE ROBERT 17
(ff Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
E 1. Original Return 2. Supplemental Return El 3. Remainder Return(date of death
prior to 12-13-82)
E] 4, Limited Estate 4a,Future Interest Compromise S. Federal Estate Tax Return Required
(date of tleath after 12-12$21
ox6, Decedent Died Testate 7 Decadent Mainte{ned a Living Trust S. Total Number of Safe Deposit Boxes
L1 (A(rach COPY of Will) ❑ {Attach GYPY ofirvsq Pe
9. Litigation Proceeds Received E] 10.5.usal Poye 9i re�ditlldmte of death 11.Election to tax under Sec.9113(A)
(Attach Soh.O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number ..�
BRADLEY L GRIFFIE (71'@ ,243 9453 ,, M
C'' .
REGIgERM VILLS USE ONIIT
r— -,R. ,
First tine of address U'? ::1-3 � e�
200 NORTH HANOVER ST
Second:line•of:atldddress,, `^te r F-` r- M, ,
: . _- r'
.T° crr,
"r.
CJ}
City or Post Office State ZIP Cade DATE FILED
CARLISLE PA 17013
Correspondent's e-mail address: bgriffie @griffielaw.COm
Under penalties of perjury,I declare that I have examined this helium,including accompanying schedules and statements,and to the best of my knowtedge.and belief,
it is true,correct and complete.Declaration of prepartr other than the personal representative is based on all information of which preparer has any knowledge.
St TURE OF PERSON RESPONSIBLE F NG RETURN DATE
rn. • L Ann E. LaPorte, Executrix �/p/L
ADDRESS -
102 Forge Road, Boiling Springs,PA 17007
SIGNAT THAN REPRESENTATIVE DATE
Bradley L. Griffie, Esquire $ l n
ADDR s
200 North Hanover St, Carlisle, PA 17013
Side 1
L„ 15/35610143 _ 1505610143
1505610243
REV-1500 EX
Decedent's Social Security Number
De enfaName: LaPorte, Robert J.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3.
-4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 54 , 921 . 00
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous N�oq-Probate Property
(Schedule G) LJ Separate Billing Requested............ 7.
8. Total Gross Assets(total Lines 1-7)..................................................................... 8. 54 , 921 . 00
9. Funeral Expenses&Administrative Costs(Schedule H)....................................... 9. 8 , 622 . 64
10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule 1).............................. 10.
11. Total Deductions(total Lines 9&10)................................................................... 11. 8 , 622 . 64
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 46,.298 .36
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. •46,298 . 36
'TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 15 0 . 00
(a)(1.2)X.00
16. Amount of Line 14 taxable
at lineal rate X .045 46,298 . 36 16. :2 , 083 .43
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 00 . 17. 0 . 00
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 00 18. 0 . 00
19. Tax Due..................................................:............................................................... 19. .2 , 083 . 43
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505610243 1505610243
REV-1500 EX Page 3 File Number 21-11-0026
Decedent's Complete Address:
DECEDENT'S NAME
LaPorte, Robert J.
STREETADDRESS
709 Dogwood Terrace
CITY STATE ZIP
Boiling Springs PA 17007
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 2,083.43
2. Credits/Payments
A. Prior Payments
B. Discount
Total Credits(A +B) (2)
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2 Line 20 to request a refund
5. If Line 1+Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 2,083.43
Make Check Payable to: REGISTER OF WILLS, AGENT.'III PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;............................................................................... 1-1 ❑x
b. retain the right to designate who shall use the property transferred or its income;.................................. El ❑
c. retain a reversionary interest;or..............................................................................................................
F-1
d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑x
2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ ❑x
3. Did decedent own an"in trust for' or payable upon death bank account or security at his or her death?....... ❑
4. Did decedent own an Individual Retirement Account,annuity, or other non-probate property which El ❑
contains a beneficiary designation?..................................................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent 172 P.S.§9116(a)(1.1)(i)].
For dates of death on or after January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 percent 172 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in
72 P.S.§9116 1.2)[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A
sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1506 EX*(6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTOECEDENT
ESTATE OF FILE NUMBER
LaPorte, Robert J. 21-11-0026
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed an schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Cash 28,700.00
2 Personal Property 26,221.00
TOTAL(Also enter on Line 5, Recapitulation) 54,921.00
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev.6-98)
REV-1151 E%+(10-06)
SCHEDULE H
COMMOry EALTH9 PENN VLVANIA FUNERAL EXPENSES &
IN HE ITANOET RET RN
RE IoENTOEoEN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
LaPorte, Robert J. 21-11-0026
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Ann E. LaPorte
Street Address 102 Forge Road
City Boiling Springs State PA zio 17007 .
Year(s)Commission Daid 2012 .2,000.00
2. Attorney's Fees Griffie&Associates 6,000.00
3, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees 580.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs 42.64
TOTAL(Also enter on line 9, Recapitulation) 8,622.64
Copyright(c)2009 form software only The Lackner Group,Inc. Forth PA-1500 Schedule H(Rev. 10-06)
REV-1513 EX-(11418)
II{{ NN yy SCHEDULE J
COM INDHERITANCEDTF,gP�REiURLN ANIA BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LaPorte, Robert J. 21-11-0026
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.91 16 a 1.2
1 Susan M. LaPorte Daughter one-half of net
9540 Lagersfield Circle estate
Vienna,VA 22181
2 Ann E. LaPorte Daughter one-half of net
102 Forge Road estate
Boiling Springs, PA 17007
Total
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet as appropriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev. 11-08)